IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$92.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$1.58M
3
+$1.57M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.45M
5
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
+$1.18M

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$981K
5
RTN
Raytheon Company
RTN
+$882K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 8.21%
3 Financials 8.21%
4 Healthcare 6.87%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$868K 0.21%
20,655
+1,466
127
$866K 0.21%
31,077
+1,843
128
$857K 0.21%
3,258
+121
129
$854K 0.21%
11,095
-79
130
$845K 0.21%
7,149
+680
131
$845K 0.21%
29,289
+68
132
$833K 0.2%
5,760
-110
133
$816K 0.2%
6,453
+34
134
$815K 0.2%
6,384
+362
135
$813K 0.2%
15,950
-1,156
136
$805K 0.2%
14,215
137
$804K 0.2%
14,640
-535
138
$798K 0.2%
17,835
+153
139
$792K 0.19%
7,453
+2,216
140
$789K 0.19%
12,140
+254
141
$775K 0.19%
4,130
+28
142
$775K 0.19%
67,436
-1,736
143
$767K 0.19%
20,358
+80
144
$763K 0.19%
16,984
+12,091
145
$759K 0.19%
10,841
+6,614
146
$759K 0.19%
4,488
+526
147
$745K 0.18%
35,236
+60
148
$736K 0.18%
15,236
+259
149
$733K 0.18%
5,730
+63
150
$730K 0.18%
7,690
+40
4 5
6
7 8